UPDATE: We will be raffling off a Morningstar/Andex 2010 Wall Chart (25" x 38", valued at $30). All paid ($5 at-the-door) attendees will be eligible for the drawing - but you must be there at the start of the session (7pm!). We can also take orders for the chart at a group discounted price of $18 each. (takes a few weeks for delivery).
The Andex Chart: - Illustrates the growth of $1 invested in U.S. and global markets since 1926 - Eight indexes pictured include U.S. small-cap stocks, S&P 500, global ex-U.S. stock markets, government bonds, fixed-term investments, Treasury bills, inflation, and a hypothetical balanced portfolio - Each chart provides detailed context for market downturns and recoveries, including U.S. presidencies, wars, employment rates, commodity prices, minimum wage, recessions, droughts, historic political events, and more - New for 2010: “Market Timing Risk” graph highlights the impact for investors of missing the one best month of an annual return This is part 1 of a 2-part session that will focus on the 60 various stock screens which AAII tracks on a monthly basis since January 1998 (This 2-part presentation was previously given as a single session in Atlanta in September 2008 and Charlotte in January 2010).
Session 1 of 2 - Focus on the 60 Stock Screens tracked by AAII (screen "recipe", historical returns, volatility and statistical summary)
Session 2 of 2 - Focus on building and managinga a portfolio of stocks (portfolio size, position sizing, scaling into positions/portfolio, risk management, money management, correlation between screens)